See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,855 | $73,867-96.1% | $143,757-98.0% | $68,494-95.8% |
| Participation rate | 52.8% | 66.7%-13.8pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $700 | $3,184-78.0% | $4,951-85.9% | $2,596-73.0% |
| Participant deferral / active EE | $1,031 | $3,384-69.5% | $5,637-81.7% | $4,027-74.4% |
| Admin fee / account holder | $134 | $5,755-97.7% | $14,673-99.1% | $5,403-97.5% |